Andy Zaky

Apple: The most undervalued large cap stock in the S&P 500

A blogger-analyst highlights the growing gap between its earnings and its stock price

"In just four-years," writes Andy Zaky in a passionately worded post published Sunday on his Bullish Cross blog, "Apple's earnings have grown 600% to $27.68, and its revenue skyrocketed 341% to $108.2 billion. That's the most explosive 4-year growth rate of any large-cap company on the entire S&P 500."

Yet Apple's (AAPL) shares closed last week at $363.57 with a MORE

Apple Investor Summit

Walter Isaacson and Steve Wozniak to deliver the keynotes

I've been invited to speak at an Apple Investor Summit being held in Los Angeles next March.

It's shaping up to be an interesting event. Steve Jobs biographer Walter Isaacson and Apple (AAPL) co-founder Steve Wozniak will deliver the keynotes, and the featured speakers include several of our regular commenters, among them Horace Dediu, Andy Zaky, Travis Lewis and Robert Paul Leitao.

The organizers MORE

Apple trading in advance of the iPhone 5 breaks the mold

In the past, shares rose on the rumor and fell on the news. Not this time.

Wondering what's going on with Apple's (AAPL) share price with a big iPhone announcement just around corner?

Andy Zaky has been tracking the trading patterns before and after Apple's special events on his Bullish Cross blog (now behind a paywall) for several years. He offers these observations (I quote):

With the exception of the iPhone 1, Apple has MORE

Did J.P. Morgan's Foxconn analyst forget about Brazil?

A report out of Apple's Asian supply chain may have sent the wrong signal to Wall Street

Apple (AAPL) shares fell sharply in early trading Monday following a widely reported note to clients from J.P. Morgan's Gokul Hariharan to the effect that multiple supply chain vendors in Asia have registered a 25% cut in fourth-quarter iPad 2 orders from Apple -- "the first cut ever we've seen" according to Hariharan. (Business MORE

The blogger who called Apple's bottom

On June 17, he told readers to buy AAPL at $320. The stock took off two days later.

We gave Andy Zaky, an independent analyst with a enviable track record, a hard time a few weeks ago.

He had just published a report on his Bullish Cross blog (reposted on Seeking Alpha) advising investors to buy Apple (AAPL) at $320. Although his three previous Apple buy signals had proved prescient, we took MORE

Why Apple goes up in the summer and down in winter

There's a seasonality to the company's share price. So beware those January 2012 calls.

With the usual caveat that past performance is no guarantee of anything, two recent reports have uncovered interesting patterns in Apple's (AAPL) share price.

Two weeks ago on Seeking Alpha, Jason Schwarz documented a weekly cycle of Monday lows and Thursday highs. Over the past 32 weeks, he reports, Apple's share price has fallen from Friday to Monday MORE

Bloggers vs. Pros on Apple's Q3: Yet another $2 billion gap

If you ask about sales in the quarter that just ended, you get three very different answers

Apple's (AAPL) third fiscal quarter of 2011 ended Saturday at midnight. How did it go? That depends whom you ask.

In April, Apple CFO Peter Oppenheimer told analysts he expected Apple to earn $5.03 per share on sales of $23 billion. But given how Apple tends to low-ball its forward-looking guidance, nobody really believed him.

The MORE

Bullish Cross issued a rare 'buy' on Apple Friday

Not that it has done any good. Shares fell 1.5% that day and opened 0.9% lower on Monday

We've been following Andy Zaky's posts on Bullish Cross since 2007 and have found, as he likes to remind readers, that he's one of the best independent analysts following Apple (AAPL). His estimates of Apple's quarterly earnings are uncannily accurate. In the years we've been tracking them, they've never failed to beat those MORE

How can they call Apple the 'darling of Wall Street'?

The stock is up 330% since its 2008 low, but that's really nothing to write home about

In an article posted Friday on Seeking Alpha, Fortune.com contributor Andy Zaky takes aim at a phrase that has attached itself to Apple (AAPL) recently: "the darling of Wall Street." (Google it; you'll be surprised how often it pops up in the financial press.)

Apple is a darling, the thinking goes, because the stock has MORE

Snapshot of an Apple flash crash

What triggered the sell-off that knocked $10 billion off the company's market cap?

Something happened to Apple's (AAPL) share price Thursday afternoon that has investors still scratching their heads.

The stock, which had been sailing along near its all-time high of $360 a share, started to drop at about 1 p.m. Then, at 1:39, it collapsed, falling from $355 to $349 in the space of four minutes.

In all, $10 billion got MORE